Titelia

Portfolio von DWS Small Mid Cap Growth VIP

DEUTSCHE DWS VARIABLE SERIES II · 108 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Nettovermögen 46 Mio. $ · Zehn größte Positionen: 25.2 % des Aktienteils

Aufteilung nach Branche

  • Technologie 2,1 %
  • Nicht zugeordnet 97,9 %

Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.

Aufteilung nach Währung

  • USD 100,0 %

Die gemeldete Notierungswährung jeder Position.

Länderaufteilung

  • US 98,9 %
  • KY 1,0 %
  • BM 0,1 %

Anteile berechnet auf den Aktienteil.

LandPositionenWertAnteil
US10644,5 Mio. $98,89 %
KY1469.368 $1,04 %
BM128.306,5 $0,06 %

Positionen

GesellschaftStückeWertGewicht
Advanced Energy Industries Inc 5.1291,7 Mio. $3,60 %
Rush Enterprises Inc 21.3851,4 Mio. $3,08 %
RadNet Inc 21.4771,2 Mio. $2,61 %
Casey's General Stores Inc 1.5711,1 Mio. $2,49 %
SiTime Corp 3.0871,1 Mio. $2,32 %
Pinnacle Financial Partners Inc 11.9621 Mio. $2,24 %
Nextpower Inc 8.3001 Mio. $2,18 %
TopBuild Corp 2.673939.024,9 $2,04 %
Burlington Stores Inc 2.883938.070,5 $2,04 %
Neurocrine Biosciences Inc 7.085933.377,9 $2,03 %
Monolithic Power Systems Inc 847926.067,5 $2,01 %
Insmed Inc 5.344873.850,9 $1,90 %
Brink's Co/The 8.136843.133,7 $1,83 %
Allegion plc 5.799842.536,7 $1,83 %
Eagle Materials Inc 4.401833.769,5 $1,81 %
FormFactor Inc 7.627739.742,7 $1,61 %
Builders FirstSource Inc 8.706716.765 $1,56 %
Tyler Technologies Inc 2.076710.780,9 $1,55 %
HEICO Corp 2.576706.339,2 $1,54 %
Kinsale Capital Group Inc 1.900649.154 $1,41 %
LPL Financial Holdings Inc 2.100631.743 $1,37 %
FTAI Aviation Ltd 2.500612.500 $1,33 %
Semtech Corp 7.632586.824,5 $1,28 %
YETI Holdings Inc 15.522567.950 $1,24 %
Entegris Inc 4.821565.214 $1,23 %
Maximus Inc 8.556548.439,6 $1,19 %
Ultra Clean Holdings Inc 8.673539.287,1 $1,17 %
Ligand Pharmaceuticals Inc 2.672533.464,8 $1,16 %
Lazard Inc 12.317523.226,2 $1,14 %
Moelis & Co 9.136520.752 $1,13 %
Option Care Health Inc 18.864507.818,9 $1,10 %
Essential Properties Realty Trust Inc 16.178491.164,1 $1,07 %
Hilton Grand Vacations Inc 12.491488.647,9 $1,06 %
Calix Inc 9.644472.459,6 $1,03 %
Fabrinet 900469.368 $1,02 %
Varonis Systems Inc 21.577463.258,2 $1,01 %
Thermon Group Holdings Inc 9.149461.109,6 $1,00 %
Ovintiv Inc 7.311433.981 $0,94 %
Tetra Tech Inc 14.395433.577,4 $0,94 %
Travere Therapeutics Inc 14.578433.112,4 $0,94 %
Take-Two Interactive Software Inc 2.174429.365 $0,93 %
WEX Inc 2.797428.052,9 $0,93 %
Kiniksa Pharmaceuticals International Plc 8.769422.227,4 $0,92 %
Celldex Therapeutics Inc 12.600399.672 $0,87 %
Cognex Corp 7.873385.698,3 $0,84 %
HealthEquity Inc 4.529378.488,5 $0,82 %
Bloom Energy Corp 2.600352.274 $0,77 %
MSA Safety Inc 2.092342.983,4 $0,75 %
EastGroup Properties Inc 1.808334.642,7 $0,73 %
Valvoline Inc 9.900333.432 $0,73 %
Four Corners Property Trust Inc 13.954330.012,1 $0,72 %
Kforce Inc 11.225328.219 $0,71 %
Matador Resources Co 5.100322.218 $0,70 %
Credo Technology Group Holding Ltd 3.300309.771 $0,67 %
Molina Healthcare Inc 2.319309.122,7 $0,67 %
Vera Therapeutics Inc 7.600305.748 $0,67 %
Bancorp Inc/The 5.495295.246,4 $0,64 %
Protagonist Therapeutics Inc 2.800295.120 $0,64 %
Broadridge Financial Solutions Inc 1.782289.539,4 $0,63 %
Merit Medical Systems Inc 4.200289.506 $0,63 %
IDEX Corp 1.502284.704,1 $0,62 %
Dynatrace Inc 7.679283.969,4 $0,62 %
Expand Energy Corp 2.543279.170,5 $0,61 %
Bright Horizons Family Solutions Inc 3.398279.077,7 $0,61 %
CG oncology Inc 4.100277.488 $0,60 %
Lantheus Holdings Inc 3.500265.475 $0,58 %
Core Natural Resources Inc 2.519263.814,9 $0,57 %
Madrigal Pharmaceuticals Inc 500261.735 $0,57 %
Impinj Inc 2.530259.831 $0,57 %
Cleveland-Cliffs Inc 29.787251.700,2 $0,55 %
Everpure Inc 4.000236.160 $0,51 %
Wingstop Inc 1.500232.455 $0,51 %
Solv Energy Inc 7.590227.927,7 $0,50 %
FactSet Research Systems Inc 1.036224.801,6 $0,49 %
Janus Living Inc 9.186216.514 $0,47 %
Hallador Energy Co 13.000211.640 $0,46 %
Scholar Rock Holding Corp 4.300211.388 $0,46 %
Tenable Holdings Inc 12.141205.365 $0,45 %
Gentherm Inc 7.364204.571,9 $0,45 %
Titan Machinery Inc 11.743196.343 $0,43 %
Vaxcyte Inc 3.300191.763 $0,42 %
Catalyst Pharmaceuticals Inc 7.600188.176 $0,41 %
Chart Industries Inc 900186.075 $0,40 %
Halozyme Therapeutics Inc 2.800180.964 $0,39 %
Axogen Inc 5.400178.902 $0,39 %
Privia Health Group Inc 8.600176.902 $0,38 %
Kratos Defense & Security Solutions, Inc. 2.500176.275 $0,38 %
Bridgebio Pharma Inc 2.300170.798 $0,37 %
Crinetics Pharmaceuticals Inc 4.600167.072 $0,36 %
Marzetti Company/The 1.200165.996 $0,36 %
Waystar Holding Corp 6.800163.948 $0,36 %
Apellis Pharmaceuticals Inc 3.951158.948,7 $0,35 %
Palomar Holdings Inc 1.300155.350 $0,34 %
Verra Mobility Corp 10.800154.332 $0,34 %
Rhythm Pharmaceuticals Inc 1.700147.849 $0,32 %
Five9 Inc 9.547144.828 $0,32 %
Globus Medical Inc 1.424122.691,8 $0,27 %
LGI Homes Inc 3.089122.108,2 $0,27 %
SPX Technologies Inc 600119.964 $0,26 %
Caris Life Sciences Inc 5.928105.992,6 $0,23 %
Alphatec Holdings Inc 9.320101.401,6 $0,22 %
Commvault Systems Inc 1.300101.257 $0,22 %
Crescent Energy Co 6.38486.184 $0,19 %
Workiva Inc 1.35880.977,5 $0,18 %
Haemonetics Corp 1.35376.255,1 $0,17 %
EyePoint Inc 5.60072.184 $0,16 %
IonQ Inc 2.40069.192 $0,15 %
Helen of Troy Ltd 1.96328.306,5 $0,06 %